SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.6M
3
+$5.48M
4
WTV icon
WisdomTree US Value Fund
WTV
+$3.76M
5
BND icon
Vanguard Total Bond Market
BND
+$3.15M

Top Sells

1
+$4.7M
2
+$3.62M
3
+$1.32M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.04M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.04M

Sector Composition

1 Technology 16.57%
2 Financials 9.55%
3 Healthcare 7.06%
4 Consumer Discretionary 5.92%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$108K 0.01%
575
-20
802
$108K 0.01%
+2,196
803
$107K 0.01%
1,567
+24
804
$107K 0.01%
2,168
-73
805
$107K 0.01%
713
+1
806
$107K 0.01%
1,815
+303
807
$107K 0.01%
2,373
+447
808
$107K 0.01%
12,212
+9,805
809
$106K 0.01%
1,387
+808
810
$106K 0.01%
610
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811
$106K 0.01%
1,410
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812
$105K 0.01%
642
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813
$105K 0.01%
2,716
+665
814
$105K 0.01%
960
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815
$105K 0.01%
2,454
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816
$104K 0.01%
3,129
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817
$104K 0.01%
635
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818
$104K 0.01%
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819
$104K 0.01%
+1,123
820
$103K 0.01%
1,113
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821
$103K 0.01%
675
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822
$103K 0.01%
601
+74
823
$102K 0.01%
1,336
-92
824
$102K 0.01%
843
+523
825
$102K 0.01%
1,144
+51
31 32
33
34 35